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How to export your account data from Bonsai

Explore how your invoices, clients, expenses, time tracked, and projects can be exported from Bonsai.

Updated over a month ago

At any time, you have the option to export your account data as a .csv file from your Bonsai account. You can export the following data:

  • Invoices

  • Projects

  • Expenses

  • Clients

  • Time Tracked

To do so, navigate to your profile icon in the bottom left-hand corner, select 'Settings' and then select 'Import/Export'.

Next, you can select the data you'd like to download under the 'Download Data CSV' section:

This will allow you to save the .csv file and open it in your preferred software for further review.

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